NextGen Knowledge Center

Components of Add Person Information window

The description of the fields on the Add Person Information window:

FieldDescription
Last, First (required)Specifies the patient's name in <last name, first name> format.
Previous LastSpecifies the previous last name of the patient.
Previous FirstSpecifies the previous first name of the patient.
Prefix, Middle, SuffixSpecifies the following:

Prefix - Specifies how the patient wants to be addressed. For example, Mr., Mrs., Reverend.

Middle - Specifies the patient's middle name.

Suffix - Specifies the suffix, any additional information after the person's last name.

Preferred NameSpecifies the name by which the person wants to be addressed.
Social SecuritySpecifies the patient's social security number.
Birth Date (required)Specifies the patient's birth date in MM/DD/YYYY format. NextGen® Enterprise PM calculates the person's age and populates the Age field.
AgeNextGen® Enterprise PM automatically fills the age of the patient after the birth date is entered.
Birth Sex (required)Specifies one of the following:
  • <none>
  • Female - when selected the Current Gender field populates as Female.
  • Male - when selected the Current Gender field populates as Male.
  • Undifferentiated
  • Unknown
Current Gender (required)When the Current Gender (required) is automatically filled, you can change the selection to one of the following:
  • <none>
  • Male
  • Female
  • Undifferentiated
  • Unknown
Gender IdentitySpecifies one or more of the following:
  • Additional gender category or other, please specify
    • When this option is selected, the Gender Identity window opens.
    • Complete the Please specify other value field. For example, asexual.
  • Choose not to disclose
  • Female
  • Female-to-Male (FTM)/Transgender Male/Trans Man
  • Genderqueer, neither exclusively male nor female
  • Male
  • Male-to-Female (MTF)/Transgender Female/Trans Woman
Sexual OrientationSpecifies one of the following:
  • <none>
  • Bisexual
  • Choose not to disclose
  • Don’t know
  • Lesbian, gay or homosexual
  • Straight or heterosexual
  • Something else, please describe
    • When this option is selected, the Sexual Orientation window opens.
    • Complete the Please specify other value field.
Preferred Pronoun (required)Specifies one of the following:
  • <none>
  • Asked but unknown
  • Decline to answer
  • He, Him, His
  • Other
  • She, Her, Hers
  • They, Them, Theirs
  • Ze, Hir
Exempt from Person MergeIf Exempt from Person Merge check box is selected, it indicates exemption of patients with the same birth dates and genders who are not duplicates (such as twins) and not candidates for patient merge.
Demographics > Address Section
BillingSpecifies the patient's primary address.
SecondarySpecifies the patient's secondary address.
Street 1 (required)Specifies the street address for the patient.
Street 2Specifies additional mailing information. For example: P.O. Box.
Address TypeSpecifies the address type.
City (required)Specifies the city for the mailing address.
State (required)Specifies the state for the patient's address.
Zip (required)Specifies the zip code. You can enter the 9 digit zip code. For example 010101-0101.
CountrySpecifies the country of the patient's address.
CountySpecifies the county of the patient's address.
Demographics > Demographics Section
Marital StatusSpecifies one of the following:
  • Annulled
  • Domestic Partner
  • Legally Separated
  • Married
  • Single
  • Widowed
  • Divorced
  • Interlocutory
  • Life Partner
  • Polygamous
  • Unknown
Mother's Maiden NameSpecifies the maiden name of the patient's mother.
Student StatusSpecifies one of the following:
  • <none>
  • Not a Student
  • Part Time Student
Race (required)
  • Specifies one or more races that the patient identifies with.
  • Click here to Select Race Order enables you to arrange the order in which the races display in this field.
    • Example: If your patients are primarily Hispanic, you can arrange for Hispanic to be the first entry in the list.
Ethnicity (required)
  • Specifies one or more ethnic groups.
  • Click here to Select Ethnicity Order enables you to arrange the order in which the ethnic groups display in this field.
    • Example: If your patients are primarily Central American, you can arrange for Central American, to be the first entry in the list.
Pref Language (required)Specifies the patient's preferred language.
Corr LangSpecifies the patient's correspondence language.
ReligionSpecifies the patient's religion.
ChurchSpecifies the name of the church that the patient attends.
Community CdSpecifies the community of a tribal member. This field is used primarily by Indian Health clients.
Primary Care ProviderSpecifies the patient's primary care provider.
Primary Dental ProviderSpecifies the patient's primary dental provider.
ExpiredIf the check box is selected, it indicates activation of the Expired Date field.
Expired DateSpecifies the expiration date.
VeteranIf the patient was a member of the Armed Forces, you can select this check box.
SmokerIf the patient is currently a smoker, you can select this check box.
Enterprise ChartSpecifies the enrollment of the patients into the enterprise chart.
  • In NextGen® Enterprise EHR displays all encounters for a patient from all practices in your enterprise.
  • After you select this option, you cannot disable it.
Contact Information

To deactivate a Contact Method field - Select the N/A check box.

InternationalYou can select this link to enter an international phone number.
Generate System AlertYou can this check box to generate a system alert when the contact information is changed.
Home Phone (required)Specifies the patient's home phone number in NNN-NNN-NNN format. Enter the area code and then the seven (7) digit number.
Day Phone (required)Specifies the day/work phone number in NNN-NNN-NNNN format. Enter the area code and then the seven (7) digit number.
Alternate PhoneSpecifies an alternate phone number for the patient.
Secondary PhoneSpecifies a secondary phone number for the patient. For example, if the patient wants you to notify their spouse, enter the spouse's phone number.
E-MailSpecifies the patient's email address.
Cell PhoneSpecifies the patient's cell phone number.
Preferred ContactSpecifies one of the following:
  • <none>
  • Email Notification
  • Home Number
  • Work Number
Available Insurance
You can select Open Menu and select one of the following options:
  • Add Insurance
  • Eligibility Verification
  • New Referral
  • Referral History